Hedge Fund Database

TIEDEMANN ADVISORS, LLC

Adviser information for TIEDEMANN ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 142
Investment Advisory/Research 64
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 467 $20.5B
Non-Discretionary 202 $4.8B
Total 669 $25.3B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 407 $18.8B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 26 $4.3B
Pension and profit sharing plans 0 $0
Charitable organizations 34 $2.2B
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 6
No. of Non-U.S. Clients 2
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-69865
SEC ERA File Number 801-69865
SEC CIK Numbers 1483232
SEC CRD Numbers 147189
Legal Entity Identifier 5493005XCMKZH7MM2586

Principal Office

520 MADISON AVENUE
26TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30AM-5:30PM
Tel: 212-396-5900, Fax: 212-396-8772

Websites

www.linkedin.com/company/altiglobal/ www.linkedin.com/company/tiedemann-advisors/ alti-global.com/ instagram.com/altiglobal?igshid=ymmymta2m2y=

Chief Compliance Officer

WHITNEY FOGLE LEWIS
GENERAL COUNSEL
100 CRESCENT COURT
SUITE 500
DALLAS
TX
United States
Tel: 2148552202
(Full email address available in API data)

Industry Affiliates

ALTI CI ADVISORS (UK) LIMITED Other investment adviser, including financial planners
ALTI PO (PAYMENTS) LIMITED Insurance company or agency
ALTI RE LIMITED Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ALTI STRATEGIC ADVISORY (UK) LIMITED Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners
ALTI STRATEGIC ADVISORY (US) BD, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
ALTI WEALTH MANAGEMENT (FRANCE) SAS Other investment adviser, including financial planners
ALTI WEALTH MANAGEMENT (HONG KONG) LIMITED Other investment adviser, including financial planners
ALTI WEALTH MANAGEMENT (PORTUGAL) - EMPRESA DE INVESTIMENTO, S.A. Other investment adviser, including financial planners
ALTI WEALTH MANAGEMENT (SINGAPORE) PTE LIMITED Other investment adviser, including financial planners
ALTI WEALTH MANAGEMENT (SWITZERLAND) SA Other investment adviser, including financial planners
ALTI WEALTH MANAGEMENT (UK) LIMITED Other investment adviser, including financial planners
ALVARIUM CI (US), LLC Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
ALVARIUM CORE PARTNERS LLP Other investment adviser, including financial planners
ALVARIUM FUND MANAGERS (UK) LIMITED Other investment adviser, including financial planners
ALVARIUM INVESTMENT ADVISORS (US), INC. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
ALVARIUM INVESTMENT MANAGERS (SUISSE) SA Other investment adviser, including financial planners
ALVARIUM INVESTMENT MANAGERS (UK) LLP Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ALVARIUM RE (US), LLC Sponsor or syndicator of limited partnerships
CASTEEL CAPITAL LLP Other investment adviser, including financial planners
CRESCO CAPITAL ADVISERS LLP Other investment adviser, including financial planners
ELLORA PARTNERS LIMITED Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners
HOLBEIN PARTNERS LLP Other investment adviser, including financial planners
LJ MANAGEMENT (IOM) LIMITED Trust company
LJ MANAGEMENT (SUISSE) SA Trust company
OSPREY EQUITY PARTNERS LIMITED Other investment adviser, including financial planners
POINTWISE PARTNERS LIMITED Other investment adviser, including financial planners
PRADERA EUROPE LIMITED Other investment adviser, including financial planners
PRADERA LIMITED Other investment adviser, including financial planners
SOCIAL HOUSING INCOME ADVISORS LIMITED Other investment adviser, including financial planners
TIEDEMANN ADVISORS GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TIEDEMANN CONSTANTIA Other investment adviser, including financial planners
TIEDEMANN INTERNATIONAL (SWITZERLAND) 2 AG Other investment adviser, including financial planners
TIEDEMANN TRUST COMPANY Trust company
TIEDEMANN WEALTH MANAGEMENT GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TIG ADVISORS LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ALTI TAX-ADVANTAGED REAL ESTATE INCOME FUND, LP Real Estate Fund $49.2M $0.0M 30
AOZF II, LP Real Estate Fund $52.2M $0.0M 21
AOZF III, LP Real Estate Fund $30.8M $0.0M 13
AOZF, LP Real Estate Fund $67.0M $0.0M 45
ENERGY INFRASTRUCTURE & UTILITY FUND QP, LP Hedge Fund $287.6M $0.0M 146
GLOBAL IMPACT ACCESS PARTNERSHIP II, LP Private Equity Fund $44.6M $0.0M 30
GLOBAL IMPACT ACCESS PARTNERSHIP, LP Private Equity Fund $43.6M $0.0M 31
GLOBAL IMPACT OPPORTUNITIES III, LP Private Equity Fund $24.2M $0.0M 13
HYBRID EQUITY FUND, LP Hedge Fund $338.8M $0.0M 113
IMPACT WORLD EQUITY FUND, LP Hedge Fund $340.6M $0.0M 54
MUNICIPAL HIGH INCOME FUND QP, LP LONG ONLY $384.6M $0.0M 192
PEP 10 LP Private Equity Fund $48.1M $0.0M 21
PEP IX LP Private Equity Fund $83.3M $0.0M 52
PRIVATE EQUITY PARTNERS VI, LP Private Equity Fund $25.6M $0.0M 22
PRIVATE EQUITY PARTNERS VII, LP Private Equity Fund $127.4M $0.0M 61
PRIVATE EQUITY PARTNERS VIII, LP Private Equity Fund $113.9M $0.0M 44
TTC EAF FUND, LP Hedge Fund $97.3M $0.0M 9
TTC MULTI-STRATEGY FUND QP, LP Hedge Fund $941.6M $0.0M 176
TTC OFFSHORE FUND SPC - GLOBAL LONG-SHORT SEGREGATED PORTFOLIO Hedge Fund $9.4M $0.0M 23
TTC OFFSHORE FUND SPC - MULTI-STRATEGY SEGREGATED PORTFOLIO Hedge Fund $123.6M $0.0M 59
TTC PRIVATE EQUITY PARTNERS III, LP Private Equity Fund $4.2M $0.0M 43
TTC PRIVATE EQUITY PARTNERS IV, LP Private Equity Fund $8.6M $0.0M 22
TTC PRIVATE EQUITY PARTNERS V, LP Private Equity Fund $36.4M $0.0M 31
TTC WORLD EQUITY FUND QP, LP Hedge Fund $1,010.2M $0.0M 129
TWM FREO FUND, LP Real Estate Fund $19.7M $0.0M 21

Control Persons

Name Type Entity Title Since Ownership
BEAUDETTE, MARIA, LOUISE Individual – LEAD FINANCIAL OFFICER 06/2021 < 5%
MORAN, KEVIN, PATRICK Individual – CHIEF OPERATING OFFICER 04/2008 < 5%
LEWIS, WHITNEY, FOGLE Individual – GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 05/2021 < 5%
CONNELL, BROOKE, BAYARD Individual – PRESIDENT 01/2023 < 5%
ALTI GLOBAL WEALTH MANAGEMENT HOLDINGS LIMITED Foreign Entity – MEMBER 01/2023 > 75%
ALTI WEALTH MANAGEMENT HOLDINGS, LLC Domestic Entity ALTI GLOBAL WEALTH MANAGEMENT HOLDINGS LIMITED SHAREHOLDER 01/2023 > 75%
ALTI GLOBAL HOLDINGS, LLC Domestic Entity ALTI WEALTH MANAGEMENT HOLDINGS, LLC MEMBER 01/2023 > 75%
ALTI GLOBAL TOPCO LIMITED Foreign Entity ALTI GLOBAL HOLDINGS, LLC MEMBER 01/2023 > 75%
ALTI GLOBAL CAPITAL, LLC Domestic Entity ALTI GLOBAL TOPCO LIMITED SHAREHOLDER 01/2023 > 75%
ALTI GLOBAL, INC. Domestic Entity ALTI GLOBAL CAPITAL, LLC MEMBER 01/2023 25-50%

No. Employees, Historic

20010002019202020212022202320242025115 on 12/6/2019115 on 1/24/2020121 on 3/30/2020121 on 4/8/2020121 on 5/20/2020121 on 6/2/2020121 on 11/19/2020121 on 12/14/2020121 on 12/14/2020126 on 3/30/2021126 on 5/28/2021126 on 7/30/2021126 on 8/20/2021126 on 1/10/2022123 on 3/30/2022123 on 1/13/2023123 on 3/31/2023123 on 4/27/2023123 on 7/6/2023123 on 7/13/2023123 on 9/27/2023142 on 3/29/2024

RAUM, Historic

30B15B0201920202021202220232024202513920631060 on 12/6/201913920631060 on 1/24/202017318958800 on 3/30/202017318958800 on 4/8/202017318958800 on 5/20/202017318958800 on 6/2/202017318958800 on 11/19/202017318958800 on 12/14/202017318958800 on 12/14/202018414999076 on 3/30/202118414999076 on 5/28/202118414999076 on 7/30/202118414999076 on 8/20/202118414999076 on 1/10/202226578120947 on 3/30/202226578120947 on 1/13/202322400251340 on 3/31/202322400251340 on 4/27/202322400251340 on 7/6/202322400251340 on 7/13/202322400251340 on 9/27/202325297582837 on 3/29/2024

No. Clients, Historic

50025002019202020212022202320242025407 on 12/6/2019407 on 1/24/2020423 on 3/30/2020423 on 4/8/2020423 on 5/20/2020423 on 6/2/2020423 on 11/19/2020423 on 12/14/2020423 on 12/14/2020379 on 3/30/2021379 on 5/28/2021379 on 7/30/2021379 on 8/20/2021379 on 1/10/2022460 on 3/30/2022460 on 1/13/2023463 on 3/31/2023463 on 4/27/2023463 on 7/6/2023463 on 7/13/2023463 on 9/27/2023467 on 3/29/2024

Holdings

From latest 13F, filed November 14th, 2023 for period ending September 30th, 2023
Name Class Value $USD # Shares Private Fund
3M CO COM 346K 4K –
ABBOTT LABS COM 2M 17K –
ABBVIE INC COM 4M 26K –
ACCENTURE PLC IRELAND SHS CLASS A 775K 3K –
ADOBE INC COM 2M 4K –
AFFIRM HLDGS INC COM CL A 286K 13K –
AFLAC INC COM 269K 4K –
AIRBNB INC COM CL A 241K 2K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 356K 4K –
ALLSTATE CORP COM 350K 3K –
ALPHABET INC CAP STK CL A 30M 226K –
ALPHABET INC CAP STK CL C 13M 95K –
ALTI GLOBAL INC CL A 1M 152K –
ALTRIA GROUP INC COM 264K 6K –
AMAZON COM INC COM 7M 55K –
AMERICAN TOWER CORP NEW COM 964K 6K –
AMGEN INC COM 515K 2K –
AMPLITUDE INC COM CL A 871K 75K –
APPLE INC COM 27M 159K –
ARISTA NETWORKS INC COM 653K 4K –
ASANA INC CL A 2M 92K –
ASTRAZENECA PLC SPONSORED ADR 339K 5K –
ATRICURE INC COM 318K 7K –
AUTOMATIC DATA PROCESSING IN COM 2M 9K –
AUTOZONE INC COM 602K 237 –
BANK AMERICA CORP COM 919K 34K –
BERKSHIRE HATHAWAY INC DEL CL A 2M 3 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 6M 17K –
BLACKROCK INC COM 999K 2K –
BLACKSTONE INC COM 976K 9K –
BP PLC SPONSORED ADR 324K 8K –
BRISTOL-MYERS SQUIBB CO COM 227K 4K –
BROADCOM INC COM 1M 1K –
BROADSTONE NET LEASE INC COM 8M 561K –
CANADIAN PACIFIC KANSAS CITY COM 627K 8K –
CAPITAL ONE FINL CORP COM 214K 2K –
CARRIER GLOBAL CORPORATION COM 240K 4K –
CATERPILLAR INC COM 309K 1K –
CHARTER COMMUNICATIONS INC N CL A 242K 550 –
CHEVRON CORP NEW COM 21M 123K –
CHICAGO ATLANTIC REAL ESTATE COM 191K 13K –
CISCO SYS INC COM 547K 10K –
CITIZENS FINL GROUP INC COM 752K 28K –
CME GROUP INC COM 4M 20K –
COCA COLA CO COM 1M 22K –
COGENT COMMUNICATIONS HLDGS COM NEW 514K 8K –
COINBASE GLOBAL INC COM CL A 467K 6K –
COLUMBIA BKG SYS INC COM 583K 29K –
COMCAST CORP NEW CL A 296K 7K –
CONFLUENT INC CLASS A COM 13M 422K –
CONOCOPHILLIPS COM 834K 7K –
CONSOLIDATED EDISON INC COM 791K 9K –
COPART INC COM 231K 5K –
CORTEVA INC COM 312K 6K –
COSTCO WHSL CORP NEW COM 627K 1K –
COUPANG INC CL A 225K 13K –
CROWN CASTLE INC COM 1M 11K –
CUMMINS INC COM 247K 1K –
CVS HEALTH CORP COM 597K 9K –
DANAHER CORPORATION COM 401K 2K –
DEERE & CO COM 239K 631 –
DESPEGAR COM CORP ORD SHS 86K 12K –
DIAGEO PLC SPON ADR NEW 780K 5K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 300K 9K –
DISNEY WALT CO COM 1M 15K –
DOUBLELINE INCOME SOLUTIONS COM 414K 35K –
DOW INC COM 311K 6K –
DUPONT DE NEMOURS INC COM 416K 6K –
EATON VANCE SR INCOME TR SH BEN INT 109K 19K –
EDWARDS LIFESCIENCES CORP COM 349K 5K –
ELI LILLY & CO COM 3M 5K –
EMERSON ELEC CO COM 534K 6K –
ENCOMPASS HEALTH CORP COM 300K 4K –
ENHABIT INC COM 114K 10K –
ENTERPRISE PRODS PARTNERS L COM 1M 40K –
EXXON MOBIL CORP COM 117M 997K –
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 1M 14K –
FEDEX CORP COM 229K 862 –
FIRST TR EXCHANGE-TRADED FD ENERGY INM PARTN 17M 798K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 107M 4M –
FIRST TR MLP & ENERGY INCOM COM 1M 133K –
FISCALNOTE HOLDINGS INC COM CL A 198K 95K –
FLEXSHARES TR MORNSTAR UPSTR 2M 52K –
FLOTEK INDS INC DEL COM NEW 114K 26K –
GENERAL DYNAMICS CORP COM 289K 1K –
GLOBAL X FDS MSCI NORWAY ETF 448K 18K –
GLOBE LIFE INC COM 440K 4K –
GOLDMAN SACHS GROUP INC COM 8M 24K –
GOLUB CAP BDC INC COM 377K 26K –
HERITAGE COMM CORP COM 5M 637K –
HOME DEPOT INC COM 404K 1K –
HONEYWELL INTL INC COM 585K 3K –
INTEL CORP COM 994K 28K –
INTERCONTINENTAL EXCHANGE IN COM 2M 16K –
INTERNATIONAL BUSINESS MACHS COM 245K 2K –
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 238K 5K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 2M 13K –
INVESCO QQQ TR UNIT SER 1 1M 3K –
ISHARES GOLD TR ISHARES NEW 45M 1M –
ISHARES INC CORE MSCI EMKT 307K 6K –
ISHARES INC ESG AWR MSCI EM 2M 61K –
ISHARES INC MSCI BRAZIL ETF 439K 14K –
ISHARES INC MSCI JPN ETF NEW 251K 4K –
ISHARES INC MSCI SWITZERLAND 561K 13K –
ISHARES INC MSCI WORLD ETF 740K 6K –
ISHARES SILVER TR ISHARES 391K 19K –
ISHARES TR 0-5 YR TIPS ETF 147M 2M –
ISHARES TR 1 3 YR TREAS BD 509K 6K –
ISHARES TR 7-10 YR TRSY BD 376K 4K –
ISHARES TR CONSER ALLOC ETF 825K 24K –
ISHARES TR CORE HIGH DV ETF 2M 16K –
ISHARES TR CORE MSCI EAFE 2M 28K –
ISHARES TR CORE MSCI PAC 383K 7K –
ISHARES TR CORE MSCI TOTAL 952K 16K –
ISHARES TR CORE S&P MCP ETF 259M 1M –
ISHARES TR CORE S&P SCP ETF 499K 5K –
ISHARES TR CORE S&P TTL STK 178M 2M –
ISHARES TR CORE S&P US GWT 828K 9K –
ISHARES TR CORE S&P500 ETF 17M 39K –
ISHARES TR CORE US AGGBD ET 1M 11K –
ISHARES TR EAFE VALUE ETF 420K 9K –
ISHARES TR ESG AW MSCI EAFE 15M 212K –
ISHARES TR ESG AWR MSCI USA 7M 76K –
ISHARES TR ESG AWR US AGRGT 787K 17K –
ISHARES TR EXPND TEC SC ETF 573K 1K –
ISHARES TR GRWT ALLOCAT ETF 813K 16K –
ISHARES TR IBOXX HI YD ETF 662K 9K –
ISHARES TR INTL SEL DIV ETF 2M 74K –
ISHARES TR JPMORGAN USD EMG 926K 11K –
ISHARES TR MODERT ALLOC ETF 8M 194K –
ISHARES TR MSCI ACWI ETF 8M 87K –
ISHARES TR MSCI EAFE ETF 351M 5M –
ISHARES TR MSCI EMG MKT ETF 633K 17K –
ISHARES TR MSCI INTL QUALTY 8M 243K –
ISHARES TR MSCI KLD400 SOC 385K 5K –
ISHARES TR MSCI LW CRB TG 3M 20K –
ISHARES TR MSCI USA QLT FCT 4M 28K –
ISHARES TR MSCI USA VALUE 257K 3K –
ISHARES TR NATIONAL MUN ETF 10M 101K –
ISHARES TR NEW ZEALAND ETF 368K 8K –
ISHARES TR RUS 1000 ETF 8M 33K –
ISHARES TR RUS 1000 GRW ETF 5M 19K –
ISHARES TR RUS 1000 VAL ETF 5M 31K –
ISHARES TR RUS MD CP GR ETF 926K 10K –
ISHARES TR RUS MID CAP ETF 215K 3K –
ISHARES TR RUSSELL 2000 ETF 5M 29K –
ISHARES TR RUSSELL 3000 ETF 11M 43K –
ISHARES TR S&P 500 GRWT ETF 3M 39K –
ISHARES TR S&P MC 400GR ETF 24M 328K –
ISHARES TR U.S. TECH ETF 491K 5K –
J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA 233K 4K –
J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR 487K 10K –
JD.COM INC SPON ADR CL A 322K 11K –
JOHNSON & JOHNSON COM 5M 32K –
JPMORGAN CHASE & CO COM 5M 31K –
KKR INCOME OPPORTUNITIES FD COM 239K 20K –
KRANESHARES TR QUADRTC INT RT 293K 14K –
KRISPY KREME INC COM 6M 521K –
L3HARRIS TECHNOLOGIES INC COM 302K 2K –
LILIUM N V CLASS A ORD SHS 36K 50K –
LOWES COS INC COM 1M 5K –
MADRIGAL PHARMACEUTICALS INC COM 218K 1K –
MAIN STR CAP CORP COM 380K 9K –
MASTERCARD INCORPORATED CL A 3M 7K –
MCDONALDS CORP COM 2M 7K –
MERCK & CO INC COM 816K 8K –
META PLATFORMS INC CL A 3M 10K –
MICROSOFT CORP COM 11M 34K –
MIMEDX GROUP INC COM 827K 113K –
MONDELEZ INTL INC CL A 355K 5K –
NEW RELIC INC COM 35M 412K –
NIKE INC CL B 236K 2K –
NOVO-NORDISK A S ADR 392K 4K –
NUSHARES ETF TR NUVEEN ESG MIDCP 10M 274K –
NUVEEN MUN VALUE FD INC COM 5M 583K –
NVENT ELECTRIC PLC SHS 204K 4K –
NVIDIA CORPORATION COM 455K 1K –
ORACLE CORP COM 10M 96K –
PALO ALTO NETWORKS INC COM 1M 5K –
PENUMBRA INC COM 2M 8K –
PEPSICO INC COM 3M 17K –
PFIZER INC COM 1M 40K –
PHILIP MORRIS INTL INC COM 961K 10K –
PHILLIPS 66 COM 349K 3K –
PNC FINL SVCS GROUP INC COM 201K 2K –
PPG INDS INC COM 261K 2K –
PRIVIA HEALTH GROUP INC COM 4M 163K –
PROCEPT BIOROBOTICS CORP COM 2M 73K –
PROCTER AND GAMBLE CO COM 1M 9K –
PROLOGIS INC. COM 23M 203K –
QUALCOMM INC COM 2M 15K –
RALPH LAUREN CORP CL A 673K 6K –
REGENERON PHARMACEUTICALS COM 313K 380 –
RELMADA THERAPEUTICS INC COM 95K 32K –
RIGETTI COMPUTING INC COMMON STOCK 29K 22K –
RTX CORPORATION COM 428K 6K –
SALESFORCE INC COM 1M 7K –
SBA COMMUNICATIONS CORP NEW CL A 1M 6K –
SCHWAB CHARLES CORP COM 785K 14K –
SCHWAB STRATEGIC TR SCHWAB FDT US LG 6M 110K –
SCHWAB STRATEGIC TR SCHWAB FDT US SC 355K 7K –
SCHWAB STRATEGIC TR US LRG CAP ETF 1M 25K –
SEALED AIR CORP NEW COM 246K 7K –
SEI INVTS CO COM 1M 19K –
SELECT SECTOR SPDR TR SBI CONS STPLS 778K 11K –
SERVICENOW INC COM 636K 1K –
SHELL PLC SPON ADS 421K 7K –
SHOCKWAVE MED INC COM 3M 14K –
SIMON PPTY GROUP INC NEW COM 627K 6K –
SNOWFLAKE INC CL A 3M 22K –
SOUTHERN CO COM 486K 8K –
SPDR DOW JONES INDL AVERAGE UT SER 1 267K 794 –
SPDR GOLD TR GOLD SHS 4M 21K –
SPDR S&P 500 ETF TR TR UNIT 77M 178K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1M 3K –
SPDR SER TR BLOOMBERG HIGH Y 441K 5K –
SPDR SER TR PORTFOLIO S&P400 252M 6M –
SPDR SER TR S&P BIOTECH 295K 4K –
SPDR SER TR S&P DIVID ETF 9M 81K –
STARBUCKS CORP COM 2M 17K –
STEM INC COM 924K 218K –
STITCH FIX INC COM CL A 178K 52K –
STRYKER CORPORATION COM 218K 796 –
TALOS ENERGY INC COM 329K 20K –
TARGET CORP COM 358K 3K –
TEMPUR SEALY INTL INC COM 280K 6K –
TESLA INC COM 8M 32K –
TEXAS INSTRS INC COM 235K 1K –
THERMO FISHER SCIENTIFIC INC COM 335K 661 –
TJX COS INC NEW COM 367K 4K –
TOYOTA MOTOR CORP ADS 288K 2K –
UBER TECHNOLOGIES INC COM 27M 587K –
UNILEVER PLC SPON ADR NEW 232K 5K –
UNION PAC CORP COM 1M 5K –
UNITED PARCEL SERVICE INC CL B 238K 2K –
UNITEDHEALTH GROUP INC COM 2M 3K –
UNUM GROUP COM 225K 5K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 2M 41K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 390K 8K –
VANGUARD INDEX FDS EXTEND MKT ETF 241K 2K –
VANGUARD INDEX FDS GROWTH ETF 5M 20K –
VANGUARD INDEX FDS MCAP GR IDXVIP 1M 8K –
VANGUARD INDEX FDS MID CAP ETF 2M 8K –
VANGUARD INDEX FDS REAL ESTATE ETF 8M 106K –
VANGUARD INDEX FDS S&P 500 ETF SHS 23M 59K –
VANGUARD INDEX FDS SMALL CP ETF 1M 7K –
VANGUARD INDEX FDS TOTAL STK MKT 105M 495K –
VANGUARD INDEX FDS VALUE ETF 4M 32K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 610K 12K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 2M 41K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 2M 18K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 1M 20K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 8M 173K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 213K 4K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 497K 7K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 367K 2K –
VANGUARD STAR FDS VG TL INTL STK F 2M 34K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3M 59K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 2M 15K –
VANGUARD WORLD FD ESG INTL STK ETF 427K 8K –
VANGUARD WORLD FD ESG US STK ETF 581K 8K –
VANGUARD WORLD FDS COMM SRVC ETF 415K 4K –
VANGUARD WORLD FDS INF TECH ETF 1M 3K –
VERIZON COMMUNICATIONS INC COM 8M 251K –
VINTAGE WINE ESTATES INC COM 6K 10K –
VISA INC COM CL A 3M 13K –
WALMART INC COM 3M 22K –
WARNER BROS DISCOVERY INC COM SER A 2M 201K –
WILLIS TOWERS WATSON PLC LTD SHS 678K 3K –
WISDOMTREE TR FLOATNG RAT TREA 2M 34K –
WISDOMTREE TR JAPN HEDGE EQT 485K 6K –
YUM BRANDS INC COM 296K 2K –